By Simply Wall St
Publication Date: 2026-10-24 20:26:00
NVIDIA and Cisco Systems (CSCO) just tightened their partnership around AI networking, announcing plans for ultra dense 400Gb/s-per-lane USFP optical modules and new Silicon One G302 switches aimed at hyperscaler AI factories.
The AI networking headlines arrive at a time when Cisco Systems has already delivered a strong 40.06% year-to-date share price return to reach about US$106.50. A 53.58% total shareholder return over the past year, along with very large 3-year and 5-year total shareholder returns, suggests momentum in investor expectations that these new AI-focused partnerships and hardware launches could influence how the market is pricing both growth potential and future risk.
Scan how other AI infrastructure players are priced and moving by lining up Cisco Systems against a curated group of 55 AI infrastructure stocks in one place.
Cisco Systems now appears to be a strong AI networking engine with a share price that has already sprinted ahead. The real work is figuring out…